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Principia Wealth Advisory’s CME Group CME Stock Holding History

Principia Wealth Advisory’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.29K Buy
33
+5
+18% +$1.38K ﹤0.01% 292
2026
Q1 		$8.27K Buy
28
+8
+40% +$2.38K ﹤0.01% 229
2025
Q4 		$5.46K Buy
20
+1
+5% +$272 ﹤0.01% 259
2025
Q3 		$5.13K Buy
19
+2
+12% +$544 ﹤0.01% 269
2025
Q2 		$4.69K Buy
17
+4
+31% +$1.09K ﹤0.01% 240
2025
Q1 		$3.3K Buy
13
+2
+18% +$493 ﹤0.01% 230
2024
Q4 		$2.56K Buy
+11
New +$2.53K ﹤0.01% 207

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's CME Position: Q2 2026 in Review

Principia Wealth Advisory increased its CME Group (CME) stake by 18% in Q2 2026, buying an estimated $1.38K and bringing the position to 33 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Principia Wealth Advisory first reported a position in CME in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.27K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Principia Wealth Advisory held 33 shares of CME Group worth $7.29K as of Q2 2026.
  • Principia Wealth Advisory bought 5 CME Group shares in Q2 2026, an estimated $1.38K.
  • CME Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #292 holding.
  • Principia Wealth Advisory first reported a position in CME Group in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's CME Group position peaked at $8.27K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.